Wealth Management Client Experience Specialist

Keyes, Stange & Wooten Wealth Management, LLC; Daytona Beach Shores (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Keyes, Stange & Wooten Wealth Management, LLC is seeking an experienced Client Service Associate to support wealth managers by handling client inquiries, account maintenance, and administrative tasks. The role enables advisors to focus on strategic planning and client engagement.

You will prepare meeting materials, coordinate follow-ups, and maintain accurate client records in CRM and custodial systems while supporting the firm’s tax practice as needed.

Qualifications

• Strong interpersonal, organizational, and client service skills.
• Excellent verbal and written communication, including professional emails.
• Ability to manage multiple priorities in a fast-paced environment.
• Detail-oriented with strong follow-through and problem-solving abilities.
• Experience in wealth management or financial services preferred.
• Series 65 or equivalent licensing (or within 6 months)

Responsibilities

• Serve as a primary point of contact for client service requests and inquiries.
• Ensure timely and professional responses to client correspondence, emails, and calls.
• Screen calls for Wealth Managers and resolve operational issues when appropriate.
• Escalate complex client concerns to Wealth Manager or management.
• Assist Wealth Managers with meeting materials and post-meeting follow-up.
• Process new accounts, maintenance, transfers and closures; update client records.

Skills

Client service

Relationship management

Communication skills

Organizational skills

Multi-tasking

Microsoft Office

Administrative support

Problem solving

Education

Series 65 license (or obligated to obtain)

Tools

CRM systems

Adobe Acrobat

Excel

Outlook

Job description

Keyes, Stange & Wooten Wealth Management, LLC is seeking an experienced Client Service Associate to support wealth managers by handling client inquiries, account maintenance, and administrative tasks. The role enables advisors to focus on strategic planning and client engagement.

You will prepare meeting materials, coordinate follow-ups, and maintain accurate client records in CRM and custodial systems while supporting the firm’s tax practice as needed.